Assuming Yahoo can get out of its deal with Microsoft, joining Google still might not be possible. When Microsoft first tried to buy Yahoo, Google offered a search deal to Yahoo. The Department of Justice basically killed it. That was in 2008. The government is much more critical of Google today, so we don't think it will happen.

Regardless, the fact that Yahoo's new CEO is trying to blow up his contract with Microsoft is an interesting move. We'll be curious to see how it plays out.